AI workflows for proposals and bids.

Writing proposals and responding to RFPs, bids and tenders.

Who does this work

  • Proposal manager
  • Proposal writer
  • Bid manager

3 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Plan the response to an RFP or bid
  2. Prepare the basis behind a job estimate
  3. Turn a buyer's request into a proposal or quote
  4. Write a project or customer story from approved evidence

The workflows identified

Plan the response to an RFP or bidGives the bid manager every requirement in the request checked against the evidence, with owners, gaps, questions for the buyer and a response plan.Workflow templatePrepare the basis behind a job estimatePuts every estimate figure beside its quantity source, rate source and date, lists exclusions and turns each gap into a scope question before the price goes out.Workflow templateTurn a buyer's request into a proposal or quoteGives the seller a draft proposal or quote with scope, exclusions, fees, dependencies and the questions still to resolve.Workflow templateWrite a project or customer story from approved evidenceTurns a completed project's or customer's approved records, interviews and figures into a case study or proposal profile with the firm's role, scope, challenge and verified outcome, every quotation and number listed for permission.Workflow template

Workflow templates

Bid or no-bid and RFP response planBefore anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.Workflow templateEstimate basis packAn estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.Workflow templateSales proposal preparationYour account executive answers an RFP in minutes, not weeks, with a proposal draft where every claim traces to approved company information and every gap is already a question for the right person.Workflow template

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Where to go next

All of salesEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of sales

Sales workflow templates by industry